Purchases and Sales Made in Q4 2025 in Vanguard Energy ETF (VDE)
This table provides information about the institutional ownership of Vanguard Energy ETF (VDE) during Q4 2025. The information is specifically focused on institutions that hold shares of VANGUARD ENERGY ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Guardian Wealth Management, LLC
Chattanooga, TN |
BUY
|
- |
45.2KNew |
$5.44M - $5.84M
|
45.2K
$5.84M
|
|
|
Jan 15, 2026
Q4 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
21.4KNew |
$2.58M - $2.77M
|
21.4K
$2.77M
|
|
|
Jan 09, 2026
Q4 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
13.9KNew |
$1.68M - $1.8M
|
13.9K
$1.8M
|
|
|
Jan 21, 2026
Q4 2025
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
10.2KNew |
$1.23M - $1.32M
|
10.2K
$1.32M
|
|
|
Jan 15, 2026
Q4 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
8.83K+ 44.4% |
$1.06M - $1.14M
|
28.7K
$3.71M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
8.75K+ 21.66% |
$1.05M - $1.13M
|
49.1K
$6.35M
|
|
|
Jan 13, 2026
Q4 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
4.99KNew |
$600K - $645K
|
4.99K
$645K
|
|
|
Jan 23, 2026
Q4 2025
|
Jm2 Capital Inc.
Edmond, OK |
BUY
|
- |
4.65KNew |
$560K - $601K
|
4.65K
$601K
|
|
|
Jan 22, 2026
Q4 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
4.47KNew |
$538K - $578K
|
4.47K
$578K
|
|
|
Jan 23, 2026
Q4 2025
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
4.26K+ 4.44% |
$513K - $551K
|
100K
$13M
|
|
|
Jan 23, 2026
Q4 2025
|
Calder Financial LLC
Downingtown, PA |
BUY
|
- |
3.2KNew |
$386K - $414K
|
3.2K
$414K
|
|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
BUY
|
- |
2.72K+ 20.65% |
$328K - $352K
|
15.9K
$2.06M
|
|
|
Jan 08, 2026
Q4 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
2.68KNew |
$323K - $347K
|
2.68K
$347K
|
|
|
Jan 20, 2026
Q4 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.54KNew |
$306K - $329K
|
2.54K
$329K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.92K+ 4.24% |
$231K - $248K
|
47.1K
$6.09M
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.83K+ 600.66% |
$220K - $236K
|
2.13K
$275K
|
|
|
Jan 16, 2026
Q4 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
1.8KNew |
$217K - $233K
|
1.8K
$233K
|
|
|
Jan 16, 2026
Q4 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
1.67KNew |
$201K - $216K
|
1.67K
$216K
|
|
|
Jan 23, 2026
Q4 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.6KNew |
$193K - $207K
|
1.6K
$207K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
1.31K+ 6.05% |
$158K - $169K
|
23K
$2.97M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.28K+ 2.63% |
$154K - $165K
|
49.8K
$6.45M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.13K+ 7.18% |
$136K - $146K
|
16.9K
$2.18M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.09K+ 3.72% |
$131K - $141K
|
30.3K
$3.92M
|
|
|
Jan 23, 2026
Q4 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
893+ 3.71% |
$107K - $116K
|
25K
$3.23M
|
|
|
Jan 23, 2026
Q4 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
859+ 469.4% |
$103K - $111K
|
1.04K
$135K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
722+ 6.46% |
$86.9K - $93.4K
|
11.9K
$1.54M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
616+ 32.15% |
$74.1K - $79.7K
|
2.53K
$327K
|
|
|
Jan 21, 2026
Q4 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
357+ 5.92% |
$43K - $46.2K
|
6.38K
$826K
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
250+ 11.89% |
$30.1K - $32.3K
|
2.35K
$304K
|
|
|
Jan 16, 2026
Q4 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
231+ 5.48% |
$27.8K - $29.9K
|
4.45K
$575K
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
222+ 0.49% |
$26.7K - $28.7K
|
45.3K
$5.86M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
177New |
$21.3K - $22.9K
|
177
$22.9K
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
175+ 6.2% |
$21.1K - $22.6K
|
3K
$388K
|
|
|
Jan 15, 2026
Q4 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
171+ 7.77% |
$20.6K - $22.1K
|
2.37K
$307K
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
165+ 330.0% |
$19.9K - $21.3K
|
215
$27.8K
|
|
|
Jan 12, 2026
Q4 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
154+ 0.75% |
$18.5K - $19.9K
|
20.7K
$2.68M
|
|
|
Jan 13, 2026
Q4 2025
|
Cmh Wealth Management LLC
|
BUY
|
- |
104+ 0.11% |
$12.5K - $13.5K
|
95.7K
$12.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
100+ 1.18% |
$12K - $12.9K
|
8.56K
$1.11M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
80+ 1.31% |
$9.63K - $10.3K
|
6.19K
$801K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
69+ 1.69% |
$8.31K - $8.92K
|
4.16K
$538K
|
|
|
Jan 15, 2026
Q4 2025
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
50+ 0.22% |
$6.02K - $6.47K
|
22.7K
$2.94M
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
41New |
$4.94K - $5.3K
|
41
$5.3K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
39+ 156.0% |
$4.69K - $5.04K
|
64
$8.28K
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
38+ 0.28% |
$4.57K - $4.91K
|
13.8K
$1.79M
|
|
|
Jan 20, 2026
Q4 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
33+ 0.82% |
$3.97K - $4.27K
|
4.06K
$525K
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
33+ 0.62% |
$3.97K - $4.27K
|
5.32K
$689K
|
|
|
Jan 20, 2026
Q4 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
25+ 0.93% |
$3.01K - $3.23K
|
2.7K
$350K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
20+ 0.53% |
$2.41K - $2.59K
|
3.81K
$492K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
15+ 0.22% |
$1.81K - $1.94K
|
6.95K
$899K
|
|
|
Jan 15, 2026
Q4 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
14New |
$1.69K - $1.81K
|
14
$1.81K
|
|